Civic Intelligence

Alumni Association of Winthrop University

990EZ • Fiscal year 2019 • EIN 57-6029400

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

304 Tillman HallRock Hill, SC 29733-0001

(803) 323-2145

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

95th percentile

66%

Higher net margin than 95% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

75th percentile

26%

Faster asset growth than 75% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

81st percentile

36%

Faster revenue growth than 81% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$488,123

Up $99,617 (+26%) from 2018

Net Assets

Up

$487,518

Up $99,892 (+26%) from 2018

Liabilities

Down

$605

Down $275 (-31%) from 2018

Revenue

Up

$151,240

Up $39,867 (+36%) from 2018

Expenses

Down

$51,347

Down $46,722 (-48%) from 2018

Net Income

Up

$99,893

Up $86,589 (+651%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2010: $173,733Liabilities 2010: $2,735Net Assets 2010: $170,9982010Assets 2011: $170,832Liabilities 2011: $4,020Net Assets 2011: $166,8122011Assets 2012: $168,923Liabilities 2012: $2,058Net Assets 2012: $166,8652012Assets 2013: $156,493Liabilities 2013: $2,741Net Assets 2013: $153,7522013Assets 2014: $175,150Liabilities 2014: $2,081Net Assets 2014: $173,0692014Assets 2015: $247,930Net Assets 2015: $247,9302015Assets 2016: $285,996Liabilities 2016: $1,330Net Assets 2016: $284,6662016Assets 2017: $365,960Liabilities 2017: $1,687Net Assets 2017: $364,2732017Assets 2018: $388,506Liabilities 2018: $880Net Assets 2018: $387,6262018Assets 2019: $488,123Liabilities 2019: $605Net Assets 2019: $487,5182019Assets 2020: $744,329Liabilities 2020: $0Net Assets 2020: $744,3292020Assets 2021: $805,782Liabilities 2021: $0Net Assets 2021: $805,7822021Assets 2022: $790,855Liabilities 2022: $0Net Assets 2022: $790,8552022Assets 2023: $826,653Liabilities 2023: $0Net Assets 2023: $826,6532023Assets 2024: $864,362Liabilities 2024: $0Net Assets 2024: $864,3622024

Highlighted filing

2019

Assets$488,123
Liabilities$605
Net Assets$487,518

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0-$100KRevenue 2010: $118,064Expenses 2010: $159,833Net Income 2010: -$41,7692010Revenue 2011: $99,105Expenses 2011: $88,585Net Income 2011: $10,5202011Revenue 2012: $122,317Expenses 2012: $122,264Net Income 2012: $532012Revenue 2013: $122,159Expenses 2013: $135,272Net Income 2013: -$13,1132013Revenue 2014: $112,475Expenses 2014: $93,158Net Income 2014: $19,3172014Revenue 2015: $155,754Expenses 2015: $80,893Net Income 2015: $74,8612015Revenue 2016: $135,404Expenses 2016: $98,667Net Income 2016: $36,7372016Revenue 2017: $182,275Expenses 2017: $102,667Net Income 2017: $79,6082017Revenue 2018: $111,373Expenses 2018: $98,069Net Income 2018: $13,3042018Revenue 2019: $151,240Expenses 2019: $51,347Net Income 2019: $99,8932019Revenue 2020: $331,974Expenses 2020: $75,162Net Income 2020: $256,8122020Revenue 2021: $139,930Expenses 2021: $78,477Net Income 2021: $61,4532021Revenue 2022: $110,757Expenses 2022: $125,684Net Income 2022: -$14,9272022Revenue 2023: $213,670Expenses 2023: $116,996Net Income 2023: $96,6742023Revenue 2024: $109,621Expenses 2024: $71,912Net Income 2024: $37,7092024

Highlighted filing

2019

Revenue$151,240
Expenses$51,347
Net Income$99,893
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.0
Gross Receipts
$151,240
Mission and Program Overview

Mission

The alumni association was formed to promote the growth, progress and general welfare of winthrop university. The alumni association also fosters a continuing attachment to the university among former students and develops interest for prospective students in attending the university.

Program Services

DescriptionGrantsExpenses
PROGRAMS WERE SPONSORED FOR ALUMNI SUCH AS HOMECOMING, CLASS REUNIONS, AND REGIONAL MEETINGS FOR ALUMNI AND PROSPECTIVE STUDENTS.-$38,777
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LORI C TUTTLEExecutive DiFT$0--
DR DAVID D MCDONALDPresident-$0--
MR BYRON D PUTMANPresident El-$0--
MISS LISA RAYE HUNDSecretary-$0--
MRS LINDA KNOX WARNERTreasurer-$0--
MRS GAIL MCCLURKEN O'STEENDirector-$0--
MRS BRENDA P CHASEDirector-$0--
DR CONNIE MOORE GRAHAMDirector-$0--
DR MARILYN A MARTINDirector-$0--
MRS PEGGY PRICE MCDONALDDirector-$0--
MR SCOTT D MELTONDirector-$0--
MRS KIMBERLY D WILLIAMSONDirector-$0--
MR JONTAI BLANDINGDirector-$0--
MRS DEBORAH DUNLAPDirector-$0--
MR DERRICK GAINEYDirector-$0--
MRS KRISTEN E THOENNESDirector-$0--
Filing and Contact Details

Filer

Filer Name
Alumni Association of Winthrop
EIN
57-6029400
Address
304 TILLMAN HALL, ROCK HILL, SC 29733-0001

Signing Officer

Name
Lori C Tuttle
Title
Executive Director
Signed
2020-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Knoble Ingle Cpas Llp
Address
133 CALDWELL ST, ROCK HILL, SC 29730-4533
Preparer
David M Knoble
Phone
8033248880
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses marketing and promotions 7,527 office supplies and equipment 1,872 printing& postage expense 343 travel 710 homecoming event expenses 2,913 alumni interest groups expens 16,658 alumni reunion celebration 2,756 50th reunion class expense 18 treasures/traditions events 1,105 student alumni council expens 1,711 ring ceremony expense 843 graduation fairs/ grad finale 89 young alumni council 2,075 prof developmnt/careernetwrkn 1,288 entertainment & events 880 alumni chapters 1,976 sponsorships 1,500 insurance and bonding expense 120 miscellaneous expense 447 executive board expense 1,231 alumni board president ex 175 legacy programs 335 waav (alumni admissions v 113 arc gift for winthrop fun -2,220 total 44,465

Form 990-ez, Part II, Line 24

Pledges receivable 11,449 11,084 office equipment 1,741 1,741 accumulated depreciation 0 0 less accumulated depreciation 1,741 1,741 accrued assets 0 0 total 11,449 11,084

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses -120 0 accrued liabilities 1,000 605

Form 990-ez, Part III

The alumni association was formed to promote the growth, progress and general welfare of winthrop university. The alumni association also fosters a continuing attachment to the university among former students and develops interest for prospective students in attending the university.

Raw XML Appendix201 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES MARKETING AND PROMOTIONS 7,527 OFFICE SUPPLIES AND EQUIPMENT 1,872 PRINTING& POSTAGE EXPENSE 343 TRAVEL 710 HOMECOMING EVENT EXPENSES 2,913 ALUMNI INTEREST GROUPS EXPENS 16,658 ALUMNI REUNION CELEBRATION 2,756 50TH REUNION CLASS EXPENSE 18 TREASURES/TRADITIONS EVENTS 1,105 STUDENT ALUMNI COUNCIL EXPENS 1,711 RING CEREMONY EXPENSE 843 GRADUATION FAIRS/ GRAD FINALE 89 YOUNG ALUMNI COUNCIL 2,075 PROF DEVELOPMNT/CAREERNETWRKN 1,288 ENTERTAINMENT & EVENTS 880 ALUMNI CHAPTERS 1,976 SPONSORSHIPS 1,500 INSURANCE AND BONDING EXPENSE 120 MISCELLANEOUS EXPENSE 447 EXECUTIVE BOARD EXPENSE 1,231 ALUMNI BOARD PRESIDENT EX 175 LEGACY PROGRAMS 335 WAAV (ALUMNI ADMISSIONS V 113 ARC GIFT FOR WINTHROP FUN -2,220 TOTAL 44,465
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PLEDGES RECEIVABLE 11,449 11,084 OFFICE EQUIPMENT 1,741 1,741 ACCUMULATED DEPRECIATION 0 0 LESS ACCUMULATED DEPRECIATION 1,741 1,741 ACCRUED ASSETS 0 0 TOTAL 11,449 11,084
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES -120 0 ACCRUED LIABILITIES 1,000 605
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ALUMNI ASSOCIATION WAS FORMED TO PROMOTE THE GROWTH, PROGRESS AND GENERAL WELFARE OF WINTHROP UNIVERSITY. THE ALUMNI ASSOCIATION ALSO FOSTERS A CONTINUING ATTACHMENT TO THE UNIVERSITY AMONG FORMER STUDENTS AND DEVELOPS INTEREST FOR PROSPECTIVE STUDENTS IN ATTENDING THE UNIVERSITY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID M KNOBLE
ReturnHeader/ReturnTs02020-11-16T16:00:27-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.64$0.00$8.64$1.10$0.72$0.38
2023Detailed filing. Detailed filing data is available for this year.$8.27$0.00$8.27$2.14$1.17$0.97
2022Detailed filing. Detailed filing data is available for this year.$7.91$0.00$7.91$1.11$1.26$0.15
2021Detailed filing. Detailed filing data is available for this year.$8.06$0.00$8.06$1.40$0.78$0.61
2020Detailed filing. Detailed filing data is available for this year.$7.44$0.00$7.44$3.32$0.75$2.57
2019Detailed filing. Detailed filing data is available for this year.$4.88$0.01$4.88$1.51$0.51$1.00
2018Detailed filing. Detailed filing data is available for this year.$3.89$0.01$3.88$1.11$0.98$0.13
2017Detailed filing. Detailed filing data is available for this year.$3.66$0.02$3.64$1.82$1.03$0.80
2016Detailed filing. Detailed filing data is available for this year.$2.86$0.01$2.85$1.35$0.99$0.37
2015Detailed filing. Detailed filing data is available for this year.$2.48$2.48$1.56$0.81$0.75
2014Detailed filing. Detailed filing data is available for this year.$1.75$0.02$1.73$1.12$0.93$0.19
2013Detailed filing. Detailed filing data is available for this year.$1.56$0.03$1.54$1.22$1.35$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.69$0.02$1.67$1.22$1.22$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.71$0.04$1.67$0.99$0.89$0.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.74$0.03$1.71$1.18$1.60$0.42